Resources

Stay abreast of important and current financial matters.

Commentaries, Newsletters and More…

Through the various resources listed on this page, you have the opportunity to stay abreast of important personal financial topics. The most popular resource our clients enjoy is our Weekly Market Commentary that is sent via e-mail every Monday. If you would like to subscribe to our commentaries or newsletters, please signup using the form below.

Weekly Market Commentary

The United States stock market changed course.

Last week, the strength of the United States economy slowed investors’ roll. Federal Reserve (Fed) Chair Jerome Powell told business…

Stock markets celebrated the results of the presidential election. Bond markets were less enthusiastic.

Last week, United States stock markets rallied, and the U.S. dollar gained against other currencies, following the presidential election. The…

Are we witnessing an historic event?

For an airplane or a spacecraft, a soft landing occurs when the vehicle… “touches the ground in a controlled and…

Financial markets appear to have pre-election jitters.

The United States election is less than two weeks away. The candidates are neck and neck. The outcome remains uncertain.…

VIEW ALL WEEKLY COMMENTARIES

Lifestyle Newsletter

What a Rate Cut Means for You

After a few years of news about interest rate hikes, we finally have some news of an interest rate cut.…

Prioritizing Retirement Planning

We all have different values, needs and priorities. And in order to engage in successful retirement planning, we need to…

Keep Everybody Informed with a Family Summit

Most wealth leaves families by the second generation, according to Nasdaq.1 And of the $84 trillion in assets that are…

The Most Important New Year’s Resolution

The start of a New Year usually inspires people to make resolutions. In fact, Forbes reports that around 44 percent…

VIEW ALL WEEKLY COMMENTARIES

Subscribe

If you would like to get our weekly newsletter then please enter your information below.

[wysija_form id=”1″]